The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Everything you know about MicroStrategy is wrong with Brian Brookshire
Manage episode 430384527 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Brian Brookshire provides a comprehensive analysis of MicroStrategy’s bitcoin acquisition strategy. He begins with his background in fintech product marketing, including experiences at Stanford and in Asia. Brian explores MicroStrategy's use of convertible debt to accumulate more bitcoin per share, evaluating the marginal returns and looking back at the NAV discount in 2022. He discusses the risks of MicroStrategy as a bitcoin yield vehicle, potential new products, and future acquisitions. The conversation compares spot bitcoin to spot MSTR and considers whether other companies will soon follow MicroStrategy's lead. Last, Brian dives into his perspective on the stock-to-flow and power law models.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show out with your friends and family
→ Send us an email [email protected]
TIMESTAMPS:
00:00:00 Intro
00:01:11 Brian’s background—Stanford, Asia, and fintech product marketing
00:02:49 MSTR’s bitcoin convertible debt strategy
00:12:08 Accumulating more bitcoin per share
00:15:26 Marginal returns on increasing bitcoin per share?
00:18:27 MSTR’s NAV blowing out?
00:19:41 MSTR’s NAV discount in 2022
00:21:50 MSTR as bitcoin yield?
00:22:48 MSTR new products and potential future acquisitions
00:24:12 Spot bitcoin vs spot MSTR
00:25:49 Will other companies finally follow MSTR?
00:30:08 S2F, power law, and the models
00:32:00 What’s the biggest risk to bitcoin?
00:34:44 What’s something you believe about bitcoin that many bitcoiners would disagree with?
00:35:26 Closing thoughts
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Brian Brookshire’s Twitter: https://x.com/btc_overflow
89 episodes
Share
Manage episode 430384527 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Brian Brookshire provides a comprehensive analysis of MicroStrategy’s bitcoin acquisition strategy. He begins with his background in fintech product marketing, including experiences at Stanford and in Asia. Brian explores MicroStrategy's use of convertible debt to accumulate more bitcoin per share, evaluating the marginal returns and looking back at the NAV discount in 2022. He discusses the risks of MicroStrategy as a bitcoin yield vehicle, potential new products, and future acquisitions. The conversation compares spot bitcoin to spot MSTR and considers whether other companies will soon follow MicroStrategy's lead. Last, Brian dives into his perspective on the stock-to-flow and power law models.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show out with your friends and family
→ Send us an email [email protected]
TIMESTAMPS:
00:00:00 Intro
00:01:11 Brian’s background—Stanford, Asia, and fintech product marketing
00:02:49 MSTR’s bitcoin convertible debt strategy
00:12:08 Accumulating more bitcoin per share
00:15:26 Marginal returns on increasing bitcoin per share?
00:18:27 MSTR’s NAV blowing out?
00:19:41 MSTR’s NAV discount in 2022
00:21:50 MSTR as bitcoin yield?
00:22:48 MSTR new products and potential future acquisitions
00:24:12 Spot bitcoin vs spot MSTR
00:25:49 Will other companies finally follow MSTR?
00:30:08 S2F, power law, and the models
00:32:00 What’s the biggest risk to bitcoin?
00:34:44 What’s something you believe about bitcoin that many bitcoiners would disagree with?
00:35:26 Closing thoughts
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Brian Brookshire’s Twitter: https://x.com/btc_overflow
89 episodes
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Similar to The Bitcoin Frontier
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
…
continue reading
Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
…
continue reading
Exploring React Native Together
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
A weekly talk show taking a pragmatic look at the art and business of Software Development and the world of technology.
…
continue reading
Flash Forward is a show about possible (and not so possible) future scenarios. What would the warranty on a sex robot look like? How would diplomacy work if we couldn’t lie? Could there ever be a fecal transplant black market? (Complicated, it wouldn’t, and yes, respectively, in case you’re curious.) Hosted and produced by award winning science journalist Rose Eveleth, each episode combines audio drama and journalism to go deep on potential tomorrows, and uncovers what those futures might re ...
…
continue reading
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